getSearchRecordsByPDC returning only 20 records
One of the customers of our integration service with Zoho CRM is getting only 20 contacts of the 46 existing on one of his accounts. We are using: https://crm.zoho.com/crm/private/xml/Contacts/getSearchRecordsByPDC?newFormat=1&searchColumn=accountid&searchValue=783656000000094005&authtoken=***&scope=crmapi And the API only returns 20 contacts while I has verified in the webapp that this account has a total of 46. What am I missing?
CompanionLink auhentication tokens
I have build up a vast amount of tokens from using CompanionLink and exceeding my limits. Is there a way to remove all tokens at once? I've tried removing one at a time and it is taking forever. Thank you.
Sign up Form Websites and Zoho API
Hi, I am trying to link a service that provides Lading pages and Sign up forms with Zoho CRM. So far I have found Unbounce and Lead Britte. Unbounce ( http://unbounce.com) is too expensive and the other one won't work with Zoho. Can anybody suggest a service which creates good looking sign up forms and that can be integrated with Zoho? Or, how can we create good looking sign up forms compatible with Zoho? Thanks
sending notes to leads without knowing the entityId
Hi What I'm trying to do is update a record from my CMS to the CRM. It's activity put into notes such as "downloaded white paper xyz on 2013-11-11"... I sort of get the API however I don't know if I can use email as the identifier instead of the entityId? Many thanks
How to process large updates with API?
I'm looking to sync local data with Zoho. This would be done in Accounts and in Contacts. We will have more than 200 Accounts and more than 200 Contacts in Enterprise Edition. How would I bulk fetch the Zoho data to perform a compare against local data? getRecords appears to only be able to get 200 records max... I don't even see how to get 200 at a time since 'from' and 'to' is specified rather than 'from' and 'limit'. Is the only way to get everything over 200 entries through an export? No
Link Zoho crm api to wordpress
Can help me how to connect the Zoho crm username and password into the wordpress account so that when our client login into the wordpress account there is extra fields for storing username and password in wordpress so when our client login into our wordpress it will automatically connect to the zoho crm api. Is this possible?
Is ZohoCRM's REST API discoverable?
I'm using a workflow automation platform that can save me a lot of time when I have a discoverable REST API. I cannot find a URL endpoint for Zoho that is discoverable. Am I'm looking in the wrong place, or is this not really REST?
Zoho CRM Export Contact Information Into PDF
Hello! I am a Newbie to ZOHO but do have some knowledge of CRM software, specifically Salesforce.com. I am trying to utilize ZOHO to help out with the family business and would like to be able to generate forms from within the Contact object. My Idea is that I would like to POSSIBLY create a button on the Contact page which, when clicked, would export the Contact information into a specific format to print and/or email from within ZOHO. Is this do-able with the current Build of ZOHO? Thanks for
Getting started with APIs
I have an API for my LMS (Learning Management System) and I'd like to integrate it with ZCRM. My only experience with APIs is here in Zoho. I've connected CRM with other Zoho apps, but all the work is done for you. I just copy and paste the provided key. Can someone point me to a document or help file to newbies, please? I've scoured the internet. All of the info I have found make assumptions about the reader's knowledge of working with APIs. Any direction will be greatly appreciated. DJ
Resources in Zoho
Hi, I wonder how I can know the available resources in my Zoho CRM account using the Developer API. It seems that the API documentation (http://www.zoho.com/crm/help/api/api-methods.html) only provides the available methods but not the available resources that we can query from or how we can get the list of the available resources for querying. Thanks!
ampersand in xml for URL field
Hi, I'm try to add leads via API php application so i send data as xml but one of the fields use & sign (ampersand) and i try to convert it to & code but not working also tried <![CDATA[ ]]> but not working example one have error due to "Link to Product" value <Leads> <row no="1"> <FL val="First Name">first</FL> <FL val="Last Name">Last</FL> <FL val="Phone">01000202012</FL> <FL val="Email">myemail@yahoo.com</FL> <FL val="Street">my street</FL> <FL val="City">my
API getFields not returning Id fields
When I use getRecords, I get back Id fields like (e.g. on Potentials) POTENTIALID SMOWNERID ACCOUNTID etc. Why don't I get metadata for those fields when I use getFields ?
zoho CRM API using PHP
Hello, we are trying to retrieve all the contacts and contacts notes using zoho crm API. We have use the example which is provided in the zoho web page: http://www.zoho.com/crm/help/api/examples.html#2._Fetch_Records_from_the But the answer from zoho web is blank. We are using the example without editing anything but the auth token and we have tried to run the example from two different web servers. could you help us? thank you in advance, MIguel
Zoho crm & Dropbox, Can i creat folder in dropbox via zoho crm webhooks?
Best Regards, Moshe Soffer CRM Solutions expert Tel: +972-52-8795287 www.holisticcrm.co.i
supporting ad tracking
Hi, Our company gives BI services for online marketing analysts, and we have a new client that uses your CRM to retrieve data from Adwords and other advertising channels. Since this is the first time we are working with your CRM I was wondering if you have the option to create a web service for your client that will generate an XML report with the ad identifier and its CRM data on a specific date? I will be happy to elaborate on that matter, but did you had some experience with this kind of issues
Not getting a response when running API methods
Trying to develop my scripts and not getting responses. I am not sure if its my script is wrong or the url call is ignored. I have at times received 4500 and 4600 errors when I've tweaked some of my scripts call url perameters, so I am, pretty sure there is some communication happening. https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=myauthtokenhere&scope=crmapi&type=AllUsers Using this in browsers address bar -- no problem. I get the expected data returned. From my script, I get no
Can't get Campaign IDs or related leads through API
I'm interested in getting the leads assigned to a campaign through the API. According to the documentation, this is possible: https://www.zoho.com/crm/help/api/getrelatedrecords.html#To_fetch_Leads_related_to_a_Campaign However, I'm not able to get any data from the call, even though there are leads associated with this campaign: https://crm.zoho.com/crm/private/xml/Leads/getRelatedRecords?newFormat=1&authtoken=ABCD&scope=crmapi&parentModule=Campaigns&id=1234 <response uri="/crm/private/xml/Leads/getRelatedRecords">
Can I use Api to fetch records from custom tab... ie a table that I added to Zoho?
Is this possible?
Accessing Activities CRM API
I would like to pull data from the 'Activities' tab of Zoho CRM. Is there a way to do this (similar to accessing Leads or Users data)?
How to create a batch that copy a field into another one inside quotes?
When we convert a quote to an invoice the PO number is not in the converted invoice. So right know what we do is copy the PO number from the quote into a text field, and as this field is mapped with a invoice text field we are able to see it. But is there a way to do it automatically with a batch or something?Thank you!
BUG: Records missing from API response
As you have marked the previous thread that this was posted on as solved (https://help.zoho.com/portal/en/community/topic/bug-records-randomly-disappearing-from-searches-in-zoho-crm-and-from-api-results), which it is not, I have started a new thread to ensure that this can be followed up. In response to your request for information about the API calls, I have received the following from my developer: These are the urls where we query Zoho API: TARGETURL: https://crm.zoho.com/crm/private/json/Invoices/getSearchRecords
Is there a way to add data to the contacts details page??
I need to load data from my application database and bind it to some custom fields in the Contacts module. I want to display HTML data into the some custom related list in the contact details page. Cant even add an iframe to the custom related list?? Can u give me some examples of using custom functions in the custom related list section.There is not much info available about it. Is it possible to add a custom button to any module ?? Please Advice
RestSharp and CRM API
I have been trying to get RestSharp to work with Zoho API. It is driving me nuts. I was hoping someone else has had experience with it and might be willing to share. I have tried several variations from around the web but there is not a lot of information and each example is different. The URL generates fine but it seems the class is not populated. The URL results are attached. I would ask on StackOverflow, however I have found them to be pompous and not helpful nor constructive. My Potentials Model:
Getting ACCOUNTID from Contact
I call https://crm.zoho.com/crm/private/xml/Contacts/getRecords specifying ACCOUNTID in the selectColumns but the result does not contain ACCOUNTID. How do I get the Id of the account the contact is associated with via the API?
-= Maturing business approach - Integrating Website to CRM via API's =-
I would like to understand the best approach for the following: We currently have a Zoho CRM - Professional edition account. We wish to evolve our solution with form feeds from our website into Zoho via the APIs to allow for creation of new leads. With an option for looking up the database to assist manage a Partner portal. However our database is already propagated with thousands of entries, which we don't wish to corrupt or adjust whilst we are defining, adjusting/customising fields and integrating
campaign API requests
Hello, I am now investigating API functionality and I can not receive leads by campaign/receive campaigns. When calling https://crm.zoho.com/crm/private/xml/Leads/getRecords?authtoken=token&scope=crmapi%20&select&fromIndex=10000&toIndex=10200 I am receiving all leads but there is no such field 'campaign id' or 'campaign name'. How API calls should look like to receive campaigns list / receive leads by campaign? Thanks
More request from getSearchRecords method
which alternative when I demand my requests to getSearchRecords method is greater than 275? with you in just a requisition (getSearchRecords) send several parameters with the logical operator or? I can buy more requests for that method? if demand increases as my client do? buy another crm? Thank!
Zoho CRM integration with Call Center
Hello Team Zoho, I would like to know if anyone can give me some direction with my project, I need someone to integrate Zoho CRM with Kall8.com -- what we need is basically: -when phones ring from various 800 numbers (kall8), we need a Lead field populated in Zoho CRM possibly in real time. It must contain "lead source" , "caller id number" "time of call" If real time is not possible, we would need to scrap data every few minutes or so. Our sales manager must manually enter leads to assign to sales
INsert vs Update
Hello, I am trying to do an update record on a LEAD. It seems as THOUGH I DON't Even need to use update, just insert command on the same EMAIL address record just updates the record. Is this by design, a bug, or is Insert different then Update, when a record with the same email exists? https://crm.zoho.com/crm/private/xml/Leads/insertRecords https://crm.zoho.com/crm/private/xml/Leads/updateRecords
API execution test
I am not getting the expected response from my API script. (It is picking up some records but not others) Is there somewhere that I can test the output of a query?
Error Code 4401 when inserting new Case
<Cases> <row no="1"> <FL val="WHOID" >000008000000000000</FL> <FL val="Case Origin">Site web</FL> <FL val="Email" >cktag@test.com</FL> <FL val="Phone" >0546477748</FL> <FL val="Description" >test</FL> <FL val="Status" >Nouveau</FL> <FL val="Subject" >test</FL> </row> </Cases> Hello when i try to insert a new Case like that i have this message : 4401 Unable to populate data, please check if mandatory value
Company field in leads mapping to Accounts Name
Can I change the mapping of the main fields in these modules? I want to change the mapping of a custom field in Leads (Referral) to take the place of the Account name, instead of the company field. Is this possible? or do I have to make a custom module myself in order to do this?
Statistics of used api requests for the current day ?
Is there a way to see how many requests are used for the current day.
Google apps script and Zoho API
Hello, i want create a leads with Google apps Script and my code make ERROR 4600 (problem with XmlData), but i don't know why ? could you help me thanks function test() { var url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords'; var xmlData = '<Leads><row no="1"><FL val="Company">Your Company</FL><FL val="First Name">Hannah</FL><FL val="Last Name">Smith</FL><FL val="Email">testing@testing.com</FL></row></Leads>'; var options = { 'authtoken' : 'aaaa', 'scope' : 'crmapi',
Google Apps Script and Zoho API
Hello, i want insert leads with Google Apps Script but i have one error and i don't find the mistake, could you help me ? function test() { var url = 'https://crm.zoho.com/crm/private/json/Leads/insertRecords'; var xmlData = '<Leads><row no="1"><FL val="Company">Your Company</FL><FL val="First Name">Hannah</FL><FL val="Last Name">Smith</FL><FL val="Email">testing@testing.com</FL></row></Leads>'; var options = { 'authtoken' : 'XXXXXX', 'scope' : 'crmapi', 'newFormat' : '1', 'xmlData'
Google apps script and api
hello, do you know insert a leads with api and Google Apps Script. I write this code and i already have as response is "<response><error><code>4600</code><message>Unable to process your request. Please verify if the name and value is appropriate for the "xmlData" parameter.</message></error></response>" Do you have a solution ? thanks xmlData="xmlData=<Leads><row no='1'><FL val='First Name'>"+LeadsList.getString('nom')+"</FL><row></Leads>"; Logger.log(xmlData); var options = {
insert campaign name under a lead?
Hi: from this link, we can insert a note under a lead: <Notes> <row no="1"> <FL val="LeadId">2000000078001</FL> <FL val="Note Title">Zoho CRM Sample Note</FL> <FL val="Note Content">This is sample content to test Zoho CRM API</FL> </row> </Notes> Can we insert a Campaign under a lead? <Campaigns> <row no="1"> <FL val="entityId">2000000078001</FL> <FL val="Note Title">Zoho CRM Sample Note</FL> <FL val="Note Content">This is sample content to test Zoho CRM API</FL> </row> </Campaigns> I have tried,
Insert leads under a campaign
hello how can i make to insert lead in Campaign with API ? on the web there is http://www.zoho.com/crm/help/api/updaterelatedrecords.html but don't run with lead, do you have a solution ? i write https://crm.zoho.com/crm/private/xml/Leads/updateRelatedRecords?authtoken=5a265c485AZERTY7a350fbee3f66&scope=crmapi&relatedModule=Campaigns&id=769051000000185017&xmlData=<Campaigns><row="1"> <FL val="CAMPAIGNID">769051000000176005</FL> </row> </Campaigns> i have error <response><error><code>4600</code><message>Unable
Product information from API request
Hello, From our API request we can get the following data: - To which account a contact is related. But we can not see: - To which products a contact is related. - To which accounts a product is related Is there a way to get this info from the API request? We need this in order to combine correct products to the correct customer in our own database. Kind regards, Bo Thygesen
How to get the Account products including the 'Support Expiry Date' with the CRM API?
The account products can be obtained using: Products/getRelatedRecords?newFormat=1&parentModule=Accounts&id=<AccountID> But the result does not include the 'Support Expiry Date' field. <?xml version="1.0" encoding="UTF-8"?> <response uri="/crm/private/xml/Products/getRelatedRecords"> <result> <Products> <row no="1"> <FL val="PRODUCTID">831527000000061031</FL> <FL val="SMOWNERID">831527000000061001</FL> <FL val="Product Owner"><![CDATA[eharrington]]></FL>
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